At a Glance
- Tasks: Support the management of family and charitable trusts with day-to-day administration and accounting.
- Company: Boutique family office focused on personalised trust management.
- Benefits: Hybrid working, generous benefits package, and a good pension plan.
- Other info: Opportunity for career growth and exposure to diverse financial operations.
- Why this job: Join a dynamic team and make a real difference in trust management.
- Qualifications: Knowledge of trust accounting systems; ACCA qualification preferred but not essential.
The predicted salary is between 30000 - 40000 £ per year.
Your new company is a boutique family office specialising in the management of portfolios for family and charitable trusts, offering a highly personalised and relationship‑driven service. The firm works closely with trustees and beneficiaries to preserve and grow capital over the long term, with a disciplined and considered approach to investment strategy.
Your new role is broad, including supporting the management of a portfolio of family and charitable trusts. The role combines day-to-day administration with trust accounting and tax responsibilities, working closely with senior team members to ensure compliance, accuracy and high service levels for trustees and beneficiaries.
Key Duties:- Managing day-to-day trust administration, including payments, income distributions and maintaining accurate records
- Preparing trust accounts and supporting tax compliance, including income tax, CGT and IHT reporting
- Liaising with clients, beneficiaries, stockbrokers and other professional advisers, drafting correspondence as required
- Monitoring and reconciling bank accounts, cashflows and income payments across trust portfolios
- Supporting wider trust operations, including beneficiary reporting, file management and ad hoc project work
- Knowledge of trust accounting systems such as CCH (Trust Accounts, Central, Viztopia and Accounts Production) effectively, with any exposure to US tax considered advantageous
- Ideally, ACCA qualified (if you are qualified by experience please still get in touch)
- Hybrid working pattern following three months
- A generous benefits package including a good pension plan and more niche benefits including travel insurance
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
